Market Dynamics
The AI Gold Rush is Over: Why Washington is About to Pop the Tech Bubble
The AI gold rush is facing a reckoning. Washington’s antitrust regulators are targeting the cozy deals between Big Tech and AI startups. Is the bubble about to burst?
The Nvidia Paradox: Why AI Supremacy is a Double-Edged Sword for Investors
Nvidia’s AI dominance is unprecedented, but its singular exposure to sky-high expectations presents a massive risk. Is the stock a sure bet or a gilded trap?
The Stealth Sell-Off: Unmasking the Hidden Corporate Debt Threat to Bitcoin’s Price
Discover the hidden force suppressing Bitcoin’s price. Overleveraged corporate treasuries are creating a stealth wave of selling, a new risk for investors.
The Katsu Principle: What Two Specialist Restaurants Teach Us About Modern Investing and Business Strategy
A restaurant review offers a profound case study in business strategy, revealing how the principles behind two specialist eateries can inform modern investing.